LULUConsumer Cyclical · Apparel Retail
Lululemon
DeepValues Research covers Lululemon (LULU) with 19 research reports since Dec 12, 2025. The latest Deep Value Intelligence report (Oct 6, 2026) ends with a Neutral stance (3.97/5), with the stock at $94 against a headline intrinsic value of $455. Sector: Consumer Cyclical · Apparel Retail. Neutral since Mar 30, 2026 (previously Bullish); 1 stance change across 7 scored reports since Mar 17, 2026.
Stance history
Neutral since Mar 30, 2026 (previously Bullish); 1 stance change across 7 scored reports since Mar 17, 2026.
Research timeline
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Deep Value Intelligence
Lululemon (LULU) Deep Value Intelligence ReportNeutral (3.97/5) on Lululemon (LULU), Oct 6, 2026. Price $94 vs intrinsic value $455, 79.4% margin of safety. Lululemon Athletica remains a high-quality…
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Deep Value Intelligence
Lululemon（LULU）深度价值情报报告中性（3.87/5）· Lululemon（LULU）· 2026年5月15日。股价 $120。现阶段最大的缺口不是"公司好不好"，而是"这种好能不能持续 10 年"。如果补齐历史数据后发现现金流…
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Deep Value Intelligence
Lululemon (LULU) Deep Value Intelligence ReportNeutral (3.87/5) on Lululemon (LULU), May 10, 2026. Price $131. - Lululemon looks cheap and still fundamentally strong, but Buffett-style risk is about…
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Deep Value Intelligence
Lululemon (LULU) Deep Value Intelligence ReportNeutral (3.87/5) on Lululemon (LULU), May 1, 2026. Price $134. Lululemon (LULU) presents a classic value investing dilemma: elite trailing metrics (56.6%…
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Deep Value Intelligence
Lululemon (LULU) Deep Value Intelligence ReportNeutral (3.87/5) on Lululemon (LULU), Apr 23, 2026. Price $142. Lululemon shows elite business economics-~56% gross margins and ~49% ROIC-yet recent data…
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Deep Value Intelligence
Lululemon（LULU）深度价值情报报告中性（3.60/5）· Lululemon（LULU）· 2026年4月10日。股价 $166。Lululemon 是否已经从"长期品牌复利机器"转向"成熟甚至周期性品牌"。 目前证据显示：商业质量仍然极…
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Deep Value Intelligence
Lululemon (LULU) Deep Value Intelligence ReportNeutral (4.17/5) on Lululemon (LULU), Mar 30, 2026. Price $146. Lululemon shows extraordinary current economics (~59% gross margin, ~45% ROIC) and trades…
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Deep Value Intelligence
Lululemon (LULU) Deep Value Intelligence ReportBullish (4.17/5) on Lululemon (LULU), Mar 26, 2026. Price $151. (简要结论) Lululemon 目前呈现出一个典型的价值型分歧：极高质量的生意 + 市场给出的低估值。公…
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Deep Value Intelligence
Lululemon (LULU) Deep Value Intelligence ReportBullish (4.17/5) on Lululemon (LULU), Mar 17, 2026. Price $159. In summary, Lululemon presents a rare opportunity to acquire a premium…
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Deep Value Intelligence
Lululemon (LULU) Deep Value Intelligence ReportDeep Value Intelligence report on Lululemon (LULU), Mar 12, 2026. Price $162. As the Risk Management Judge and Investment Facilitator, my analysis is…
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Research note
Lululemon Athletica Inc. (LULU): An In-Depth Financial AnalysisLululemon Athletica Inc. (Lululemon) has established itself as a premier brand in the athletic apparel and accessories market, driven by a business model…
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Research note
Lululemon Athletica Financial Research ReportLululemon's latest earnings (Q2 FY2025) showed mixed results. Net revenue grew ~7% year-over-year to $2.53 billion (slightly below estimates of $2.54…
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Research note
Lululemon Athletica Inc. (LULU): The Shattering of the Growth Algorithm and the Onset of Structural DecayLululemon Athletica Inc. (LULU): The Shattering of the Growth Algorithm and the Onset of Structural Decay · Feb 19, 2026 — Forensic Deep… (2026-02-19)
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Research note
Lululemon Athletica Inc. (LULU): The Shattering of the Growth Algorithm and the Onset of Structural DecayLululemon Athletica Inc. (LULU): The Shattering of the Growth Algorithm and the Onset of Structural Decay · Feb 19, 2026 — Forensic Deep… (2026-02-19)
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Research note
Lululemon Athletica Inc. (LULU): 增长算法的崩塌与结构性衰退的开始在过去近二十年的大部分时间里，Lululemon Athletica Inc. 处于法证投资者所称的“上帝模式”（God Mode）——一种罕见的企业生存状态…
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Q3 2025
Lululemon Athletica Inc. (LULU): The Shattering of the Growth Algorithm and the Onset of Structural DecayDate: December 11, 2025 Subject: Lululemon Athletica Inc. (NASDAQ: LULU) Report Type: Deep Dive Forensic Financial Analysis & Strategic Post-Mortem…
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Q3 2025
Lululemon Athletica (NASDAQ: LULU)Role: World-Class Forensic Value Investor Framework: Buffett × Munger × Klarman × Quant Currency: USD Ticker: LULU Exchange: NASDAQ
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| LULULululemon | Neutral3.97 | 19 |
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